MCCOLLUM CHRISTOFERSON GROUP, LLC
CRD #268812 SEC #801-106540 AMHERST, NY (716) 854-5400
SEC Registered
Total AUM
$442.1M
Discretionary
$442.1M
Employees
6
Clients
11
Accounts
766
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| Fallon Cornwell, Amanda, Lenore | I | COO | NA | |
| Fallon Cornwell, Amanda, Lenore | I | COO | NA | |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | MANAGING MEMBER | E | Control |
| CHRISTOFERSON, KATHERINE, ANN | I | MANAGING MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Nov 18, 2025 REGISTERED
Notice Filings (11)
CA CT FL GA MN NC NY PA SC TX VA
Address
500 CORPORATE PARKWAYSUITE 210
AMHERST, NY 14226-1263
United States
Phone: (716) 854-5400